How to Enable the Save for Later Option When Viewing CLM in CRM iRep
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Updated January 29, 2018 18:33

Question:

How to enable the Save for Later option from the more actions button while viewing CLM?

Answer:

Users are able to look at tracked activity and associate an Account to the activity at a later time. This saves the rep from having to associate a presentation to an Account during a Call. This feature is also supported with the Call Clickstream object. To enable this feature:

Grant profiles record type access to CLM_vod on the Multichannel_Activity_vod and Multichannel_Activity_Line_vod objects.

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